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    Heartland Value Institutional (HNTVX)

    36.00 Up 0.06(0.17%) May 27
    Prev Close:35.94
    YTD Return*:0.27%
    Net Assets*:808.43M
    Yield*:0.53%

    * As of 30-Apr-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for HNTVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CTRE3.22N/A
    SJI2.53N/A
    MDU2.47N/A
    ACTG2.40N/A
    IVC2.00N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:808.43M
    Category:Small Value
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:0.27%
    5y Avg Return:3.06%
    Rank in Category (ytd):90
    % Rank in Category (ytd):18.56%
    Beta (3y):0.97
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of small companies with market capitalizations of less than $2 billion selected on a value basis, and may invest a significant portion of its assets in micro-capitalization securities, generally, those with market capitalizations of less than $300 million at the time of purchase. View More
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